Скачать или смотреть Get Started Series 1 - Tour of the Boldin Platform 🎉

Welcome to episode 1 of Boldin’s Get Started Series, where we guide you step-by-step in building a clear, accurate financial plan. In this episode, Nancy from the Boldin team walks you through a full tour of the Boldin platform—designed to help you get comfortable, take control, and make smarter money moves with confidence.

Nancy breaks down each section of the Boldin interface so you know exactly where to enter your financial data, how to interpret your retirement success score and net worth, and how to uncover insights that can boost your long-term outcomes. From the Overview page and Summary tracker to Explorers, Scenario Manager, and the Insights Library—this video gives you a complete foundation to start planning like a pro.

Whether you're brand new to Boldin or just need a refresher, this video sets you up for success. Let’s build your bold plan, together:

Key Topics Discussed:
✅ Navigating the Overview and Summary pages
✅ Entering your plan data (assets, income, expenses, milestones)
✅ Using the Digital Coach & Financial Wellness tools
✅ Accessing insights, charts, and Explorers
✅ Managing scenarios to compare your financial future
✅ Joining Boldin's community and attending live classes
✅ Printing reports and downloading your plan
✅ Where to get coaching or advice if needed

Timestamps:
00:00 Welcome
00:11 Touring the Overview + Retirement Success Score
00:23 Entering your plan in "My Plan"
00:37 Using the Summary and Milestones
00:56 Explore the Digital Coach & Financial Wellness tools
01:11 Dive into the Insights Library & Explorers
01:28 How to use Plan Reporter & download data
01:34 Managing your plan in Scenario Manager
01:42 Live and recorded learning in the Boldin Classroom
01:49 Resources inside the Boldin Help Center
01:55 Connecting with the Boldin Community
02:06 Getting expert support or advice
02:15 Stay updated via Release Notes
02:24 What’s coming next in the Get Started Series

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